Landaas & Company’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Landaas & Company’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-246	Closed	-$9K	–	318
2018 Q2	$9K	Buy	+246	New	+$9.14K	0.01%	267
2018 Q1	–	Sell	-246	Closed	-$9K	–	314
2017 Q4	$9K	Hold	246	–	–	0.01%	262
2017 Q3	$8K	Buy	+246	New	+$8K	0.01%	269

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SGI

Swan Global Investments Durango, Colorado $3.39B AUM 20.1% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Landaas & Company's XLE Position: Q3 2018 in Review

Landaas & Company sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2018, closing a stake of 246 shares — an estimated $9K sold.

Landaas & Company first reported a position in XLE in Q3 2017 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 868 funds tracked by Wall St. Rank hold XLE as of Q3 2018.

Landaas & Company reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2018 after selling out during the quarter.
Landaas & Company sold 246 State Street Energy Select Sector SPDR ETF shares in Q3 2018, an estimated $9K.
Landaas & Company first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2017 and held it in 3 quarters.
Landaas & Company's State Street Energy Select Sector SPDR ETF position peaked at $9K in Q2 2018.
868 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2018.

Based on Landaas & Company's 13F filing for Q3 2018, filed 14 Nov 2018.